AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company is playing a very different game than anyone expected.
Rich Duprey AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force…
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across…
Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her decade in charge actually did to a modest $10,000 stake will make…
Trey Thoelcke SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that story tell a completely different tale about where this trade is actually…
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade…
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our…
